瑞声科技今日盘中股价大幅下跌6.47%，引发市场关注。
消息面上，美国投行富瑞发布报告，将瑞声科技的目标价从51港元下调至37港元，并将其投资评级下调至“持有”。报告指出，公司去年下半年营收同比增长15%至185亿元人民币，略低于富瑞与市场的预估，且全年营收增长16%，未达到管理层18-20%的指引。
富瑞对管理层提出的2026年积极指引表示担忧，认为内存价格上涨及供应短缺的影响可能尚未被厂商完全消化，这可能导致后续订单削减及供应链竞争加剧。富瑞对消费电子行业整体持悲观看法，并指出瑞声科技作为智能手机概念股，尤其在安卓中低端市场敞口较大的光学业务，未来可能面临逆风，当前市场共识可能过于乐观。
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